Insurance Account Specialist — Client-Focused Advisor

Rob Balardo - Desjardins Insurance Agent; Fort Erie; Sur place; CAD 42 000 - 54 000; Plein temps

Résumé du poste

Desjardins Agent Team Member is seeking an Insurance Account Representative in Ontario to engage with the public, develop leads, and advise on insurance products. The role emphasizes customer service, presentation of options, and meeting sales goals.

The position requires strong interpersonal and communication skills, the ability to multitask, and a willingness to obtain a Property & Casualty license if not already held. Full-time on-site role in Fort Erie area.

Qualifications

• Sales experience or related retail/telemarketing background is preferred.
• Strong interpersonal and communication abilities are essential.
• Proactive problem-solving and dedication to customer service are required.

Responsabilités

• Develop leads, schedule appointments, identify customer needs, and market suitable products and services.
• Provide prompt, accurate, friendly customer service including inquiries on insurance availability, coverages, changes and billing.
• Work with the Agent to set and meet marketing goals.

Connaissances

Sales experience

Interpersonal skills

Communication skills

Multi-tasking

Presentation skills

Problem-solving

Customer service

Description du poste

Desjardins Agent Team Member is seeking an Insurance Account Representative in Ontario to engage with the public, develop leads, and advise on insurance products. The role emphasizes customer service, presentation of options, and meeting sales goals.

The position requires strong interpersonal and communication skills, the ability to multitask, and a willingness to obtain a Property & Casualty license if not already held. Full-time on-site role in Fort Erie area.